- Accenture (New York, NY)
- …and middle office operations, investment technology, compliance, etc.) Experience in Private Markets, Distribution and/or Wealth Technology & Platform Strategy ... No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more… more
- Citizens (Buffalo, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow… more
- EY (New York, NY)
- …institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. ... experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund...compliance. Your key responsibilities As a manager in our Wealth & Asset Management practice, you will be responsible… more
- EY (Buffalo, NY)
- …A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps Strong analytical skills, ... build a better working world. FSO Seasonal Tax - Private Tax- Manager - Remote The opportunity EY is...trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective… more
- Citigroup (Huntington, NY)
- …Education: Bachelor's/University degree or equivalent experience - Job Family Group: Private Client Coverage - Job Family: Financial Planning Services ... The Wealth Relationship Advisor SAFE Act is a seasoned...and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and… more
- Citigroup (Brooklyn, NY)
- …Education: Bachelor's/University degree or equivalent experience - Job Family Group: Private Client Coverage - Job Family: Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- JPMorgan Chase (New York, NY)
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- Citigroup (New York, NY)
- …and/or licenses. Education: Bachelor's/University degree, Master's degree preferred - Job Family Group: Private Client Coverage - Job Family: Private Banker ... into clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. ? Anticipate events in a client 's life and business… more
- JPMorgan Chase (New York, NY)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... take your career to the next level. As a Private Banker in the US Private Bank,...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
- PwC (New York, NY)
- Specialty/Competency: Entrepreneurial & Private Business (EPB) - General Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% A career ... within PwC Private will provide the opportunity to help ...be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture… more
